Nedgroup Investments Value Fund

Investor profile

The unit trust portfolio is suitable for investors seeking exposure to the domestic equity market with maximum capital appreciation as their primary goal over the long term. Investors should have a tolerance for short-term market volatility in order to achieve long-term objectives.

Risk profile

Medium to high

The greater the amount of risk an investor is willing to take on the greater the potential return.

Appropriate term

Minimum 5 to 7 years

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Minimum investment

Lump sum R10,000Debit order R500

ASISA category

South African Equity General

Benchmark

ASISA Category average

Investment manager

Foord is a privately owned, independent asset management company with offices in South Africa and Singapore. Their investment philosophy and associated process focuses on the preservation of capital and the understanding and management of risk. They have developed a track record of producing consistent, inflation-beating long-term returns using a combination of sound asset allocation and stock selection.

Foord Asset Management was founded in 1981 and has one of the longest track records in South Africa. They have managed the Nedgroup Investments Value Fund since 2004 and the Nedgroup Investments Stable Fund since its inception in 2007.

Inception date

Income distribution

Latest date

Frequency

Total cents per unit

Documents

Multi-Asset funds

Multi-asset funds aim to provide investors with moderate levels of income and capital growth (at moderate levels of capital volatility), by investing in a range of different asset classes. These funds are often appropriate for investors with medium to longer investment horizons.

Core funds

The Nedgroup Investments Core funds are balanced funds which aim to provide low cost exposure to a range of local and global asset classes. You may use these as a low cost core holding or use them to implement your entire strategy.

Equity funds

Equity funds aim to provide investors with high levels of capital growth (at high levels of volatility) by investing in listed equities. These portfolios are often appropriate for investors with longer investment horizons.

Income funds

Income funds aim to provide investors with high levels of income (at low levels of capital volatility), by investing primarily in fixed income asset classes. These funds are often appropriate for investors with shorter investment horizons.

Rand-denominated international funds

If you wish to have exposure to offshore investment opportunities, you may consider the following range of rand-denominated funds that provide this exposure for lower minimum investments and without the hassle of having to apply for foreign exchange approval.

Specialist equity funds

Specialist equity funds invest a specific sector within equities, with the objective of maximising capital growth. Due to their specialist nature, these portfolios will typically display higher volatility than a general equity portfolio. Investors should have a long-term investment horizon.

Multi-Asset funds

Multi-asset funds aim to provide investors with moderate levels of income and capital growth (at moderate levels of capital volatility), by investing in a range of different asset classes. These funds are often appropriate for investors with medium to longer investment horizons.

Core funds

The Nedgroup Investments Core funds are balanced funds which aim to provide low cost exposure to a range of local and global asset classes. You may use these as a low cost core holding or use them to implement your entire strategy.

Equity funds

Equity funds aim to provide investors with high levels of capital growth (at high levels of volatility) by investing in listed equities. These portfolios are often appropriate for investors with longer investment horizons.

Income funds

Income funds aim to provide investors with high levels of income (at low levels of capital volatility), by investing primarily in fixed income asset classes. These funds are often appropriate for investors with shorter investment horizons.

Rand-denominated international funds

If you wish to have exposure to offshore investment opportunities, you may consider the following range of rand-denominated funds that provide this exposure for lower minimum investments and without the hassle of having to apply for foreign exchange approval.

Specialist equity funds

Specialist equity funds invest a specific sector within equities, with the objective of maximising capital growth. Due to their specialist nature, these portfolios will typically display higher volatility than a general equity portfolio. Investors should have a long-term investment horizon.